PSN
Trump PickBORDERParsons Corporation
Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Winner Score
70
Current Price
$59.33
Market Cap
N/A
Signal52 Status
Noise
As of Close 2026-03-10
Key Takeaways
- •$609M border wall contract vs $6.3B mcap; trading ~33% below 52-week high.
- •Secured $609M DHS contract to manage the final border wall construction phase
- •Positions the company as the primary owner's agent for massive infrastructure initiatives
- •Analysis from 2026-03-10.
Policy Edge
$609M border wall contract vs $6.3B mcap; trading ~33% below 52-week high.
Investment Thesis
- Secured $609M DHS contract to manage the final border wall construction phase
- Positions the company as the primary owner's agent for massive infrastructure initiatives
- Trading 33 percent off highs offers an uncrowded entry into major policy shifts
Parsons offers a highly asymmetric setup by acting as the critical owner's agent for the DHS border wall program, a massive policy priority. With a $609M contract representing nearly 10% of its $6.3B market cap and shares trading 33% below their 52-week high, the market has not fully priced in this catalyst.
Policy Context
Policy Rationale
The $609M DHS award directly ties Parsons to the execution of the administration's high-priority border security and infrastructure buildout.
Technical Setup
Trading 33.7% below its 52-week high provides a de-risked, uncrowded entry point compared to overextended peers.
Key Risks
- •Execution delays in border wall construction
- •Political or legal challenges to DHS funding
Status Indicators
VerifiedTIER_1_14DCONTRACT
Recent Performance History
24 Total Picks • 32% Win Rate (7d) • 0% (30d)
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-03-05 | KBR | SPACE | $40.13 | $37.87 | -5.63% | N/A | N/A | N/A |
| 2026-02-24 | CXW | BORDER | $16.47 | $17.72 | +7.59% | +11.66% | N/A | N/A |
| 2026-02-23 | PSN | BORDER | $64.29 | $59.33 | -7.72% | +1.80% | N/A | N/A |
| 2026-02-20 | LEU | ENERGY | $203.73 | $200.84 | -1.42% | -4.64% | N/A | N/A |
| 2026-02-20 | IRDM | SPACE | $22.92 | $24.83 | +8.33% | +4.49% | N/A | N/A |
| 2026-02-19 | GEO | BORDER | $15.32 | $14.08 | -8.09% | -2.61% | N/A | N/A |
| 2026-02-18 | LEU | RESHORING | $206.67 | $200.84 | -2.82% | -6.00% | N/A | N/A |
| 2026-02-17 | USAR | RESHORING | $19.02 | $20.45 | +7.52% | +7.20% | N/A | N/A |
| 2026-02-13 | WLDN | INFRA | $117.33 | $83.31 | -29.00% | +1.42% | N/A | N/A |
| 2026-02-13 | USAR | RESHORING | $19.39 | $20.45 | +5.44% | -11.16% | N/A | N/A |
| 2026-02-12 | MP | RESHORING | $57.30 | $61.58 | +7.47% | +2.20% | N/A | N/A |
| 2026-02-11 | VRRM | INFRA | $18.58 | $16.07 | -13.51% | -0.59% | N/A | N/A |
| 2026-02-10 | POWL | ENERGY | $570.26 | $529.54 | -7.14% | -1.51% | N/A | N/A |
| 2026-02-09 | USAR | RESHORING | $23.44 | $20.45 | -12.76% | -18.86% | N/A | N/A |
| 2026-02-06 | USAR | RESHORING | $21.84 | $20.45 | -6.36% | -11.20% | -14.33% | N/A |
Schema v1.0 | Pipeline v1.2.0